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5 IRA planning strategies to use now

Source: financial-planning.com - Jun 15, 2018

Here’s what will happen next year at tax time. Your client’s accountant will tell your client about all the tax planning that could have been done last year. But by then, it will already be too late.

That’s because, unfortunately, many tax preparers are history teachers. They tell you what already happened. Nobody wants to hear woulda, coulda, shoulda.

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Category: General Business

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